Filed June 23, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,223 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $16,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,248 | $65,557+173.4% | $64,056+179.8% | $71,457+150.8% |
| Participation rate | 96.9% | 73.2%+23.8pp | 72.3%+24.6pp | 67.9%+29.0pp |
| Annual return | 14.63% | 18.94%-4.3pp | 33.69%-19.1pp | 28.85%-14.2pp |
| Employer contribution / active EE | $5,855 | $2,669+119.4% | $2,747+113.2% | $2,588+126.3% |
| Participant deferral / active EE | $7,321 | $3,626+101.9% | $3,880+88.7% | $4,289+70.7% |
| Admin fee / account holder | $149 | $616-75.9% | $3,068-95.2% | $1,587-90.6% |